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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they’ve leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon.
AGENDA:
02:43 Why We Did Not IPO and Raised $1BN From Fidelity
05:03 Analysis of Chip and Compute Landscape Today
07:14 NVIDIA Showing Signs They Are Running Out of Ideas
13:57 The Real Questions to Ask on Chip Depreciation
24:54 Energy Requirements for AI: Is it Feasible?
29:25 Mag7 Value Concentration: Feature or a Bug
31:57 Talent is the Bottleneck and Trump Makes it Worse
32:55 The War for Talent: Secrets No One Sees
34:22 Evaluating the Data Centre Economy: Many Will Lose Money
38:01 Three Changes the US Could Make to Beat China in AI
42:30 Why 80% of our Revenues are in the UAE
47:26 Quick Fire Questions
58:59 Why Work Life Balance is Total BS
1367 episodes
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